Executive Director – Wealth Planner

robin_douglas — Mon, 19 Oct 2026 14:45:08 +0000

Leading International Private Bank | London

Summary

Outstanding opportunity in a leading international private bank for a Senior Wealth Planner to join its established UK Wealth Planning team.

This is a senior, client facing appointment for an accomplished wealth planning professional who combines regulated financial advice expertise with a sophisticated understanding of the UK tax and private client landscape.

The successful candidate will work closely with Relationship Managers and private clients, providing strategic wealth planning advice across complex financial affairs. Importantly, this is broader than a traditional financial planning role. The successful candidate will also play an important part in supporting the leadership of the Wealth Planning team and will be comfortable assuming deputy leadership responsibilities when required.

The Role

Working alongside senior Relationship Managers, private clients and internal and external specialists, you will:

Provide strategic wealth planning advice and solutions to existing and prospective private clients.
Advise predominantly on UK domestic wealth planning matters, while recognising when international or cross-border expertise should be brought into a client relationship.
Support clients across areas including pensions, private companies, insurance and trusts, working with appropriate internal and external specialists.
Manage sophisticated wealth planning cases from initial fact-find and analysis through to evaluation and implementation of appropriate solutions.
Maintain a strong understanding of relevant taxation, legal, regulatory and industry developments affecting private clients.
Act as a senior technical resource to Relationship Managers and other stakeholders, including through training and knowledge sharing.
Provide deputy support within the Wealth Planning team and contribute to the review and quality assurance of advice.
Contribute to internal projects and the continued development of the wealth planning proposition.

Qualifications & Experience

My client is seeking an experienced private client wealth professional who combines technical expertise, commercial judgement and strong interpersonal skills.

Candidates should:

Be appropriately qualified and able to provide regulated financial advice.
Hold the appropriate Statement of Professional Standing.
Have significant professional experience within wealth management, private banking or a comparable private client environment.
Demonstrate a broad and sophisticated understanding of the UK tax and wealth planning landscape.
Have the confidence and technical credibility to advise sophisticated private clients and work alongside senior Relationship Managers.
Be comfortable coordinating complex cases involving multiple internal and external professional advisers.
Possess excellent communication, analytical and relationship-management skills.
Be capable of assuming a deputy leadership role, supporting the wider team and providing leadership cover when required.

Candidates with additional expertise or professional qualifications in areas such as tax, trusts, estates or accountancy will be particularly attractive. STEP or ACA qualifications would be a significant advantage.

Remuneration

The bank is determined to appoint a high calibre candidate and is offering a negotiable basic salary and a remuneration package which will include a range of benefits and discretionary bonus.